AUMdb

Tesla, Inc. 401(k) Plan

Sponsored by Tesla, Inc. · EIN 912197729 · Plan #001

Total assets
$2.5B
Net assets
$2.5B
Active participants
72,376
With balances
68,149

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024
Sageview Advisory Group, Llc CRD 126777 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $2,892,134
Strategic Advisors, Inc. Investment advisory (plan) $290,307
Sageview Advisory Group Llc Consulting (general), Investment advisory (plan) $236,443
Silicon Valley Accountancy Corp Accounting $54,702